See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,305 | $29,319-58.0% | $52,425-76.5% | $82,448-85.1% |
| Participation rate | 76.0% | 46.9%+29.1pp | 55.6%+20.4pp | 68.1%+7.9pp |
| Annual return | 18.14% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,135 | $586+93.5% | $914+24.1% | $2,551-55.5% |
| Participant deferral / active EE | $1,831 | $1,171+56.3% | $1,790+2.3% | $4,139-55.8% |
| Admin fee / account holder | $232 | $1,962-88.2% | $2,495-90.7% | $7,234-96.8% |